Sentences with phrase «of additional financial services»

The consultation paper seeks views from interested parties by 12 September 2007 on a wide range of issues including: how credit unions can attract more affluent members; the membership of credit unions; the ability of credit unions to pay interest; the provision of additional financial services; and the governance, accountability, reporting and auditing requirements.

They offer a wide variety of additional financial services including payday loans, check cashing, bill payment, prepaid cards, tax services, Money orders and Western Union.

Not exact matches

CNBC also has a vast portfolioof digital products which deliver real - time financial market news andinformation across a variety of platforms including: CNBC.com; CNBC PRO, thepremium, integrated desktop / mobile service that provides live access to CNBCprogramming, exclusive video content and global market data and analysis; asuite of CNBC mobile products including the CNBC Apps for iOS, Android andWindows devices; and additional products such as the CNBC App for the AppleWatch and Apple TV.

According to the U.S. Small Business Administration, the main parts of a business plan include the executive summary, a company description (what makes the company unique), a market analysis (the competition and target demographics), the company's structure, a description of the service or product line, the marketing and sales strategy, financial projections — plus any additional useful information.

The hearings will likely produce additional drama amid the backdrop of little faith in both regulators and large financial services firms.

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

The Department also believes that making the rule immediately effective will provide plans, plan fiduciaries, plan participants and beneficiaries, IRAs, IRA owners, financial services providers and other affected service providers the level of certainty that the rule is final and not subject to further modification without additional public notice and comment that will allow them to immediately resume and / or complete preparations for the provisions of the Rule and PTEs that will become applicable on June 9, 2017.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

on a pro forma basis, giving effect to (i) the automatic conversion of all of our outstanding shares of convertible preferred stock other than Series FP preferred stock into shares of Class B common stock and the conversion of Series FP preferred stock into shares of Class C common stock in connection with our initial public offering, (ii) stock - based compensation expense of approximately $ 1.1 billion associated with outstanding RSUs subject to a performance condition for which the service - based vesting condition was satisfied as of December 31, 2016 and which we will recognize on the effectiveness of our registration statement in connection with a qualifying initial public offering, as further described in Note 1 to our consolidated financial statements included elsewhere in this prospectus, (iii) the increase in accrued expenses and other current liabilities and an equivalent decrease in additional paid - in capital of $ 187.2 million in connection with the withholding tax obligations, based on $ 16.33 per share, which is the fair value of our common stock as of December 31, 2016, as we intend to issue shares of Class A common stock and Class B common stock on a net basis to satisfy the associated withholding tax obligations, (iv) the net issuance of 7.6 million shares of Class A common stock and 5.5 million shares of Class B common stock that will vest and be issued from the settlement of such RSUs, (v) the issuance of the CEO award, as described below, and (vi) the filing and effectiveness of our amended and restated certificate of incorporation which will be in effect on the completion of this offering.

The pro forma consolidated balance sheet data gives effect to (i) the automatic conversion of all of our outstanding shares of convertible preferred stock other than Series FP preferred stock into shares of Class B common stock and the conversion of Series FP preferred stock into shares of Class C common stock in connection with our initial public offering, (ii) stock - based compensation expense of approximately $ 1.1 billion associated with outstanding RSUs subject to a performance condition for which the service - based vesting condition was satisfied as of December 31, 2016 and which we will recognize on the effectiveness of our registration statement in connection with this offering, as further described in Note 1 to our consolidated financial statements included elsewhere in this prospectus, (iii) the increase in accrued expenses and other current liabilities and an equivalent decrease in additional paid - in capital of $ 187.2 million in connection with the withholding tax obligations, based on $ 16.33 per share, which is the fair value of our common stock as of December 31, 2016, as we intend to issue shares of Class A common stock and Class B common stock on a net basis to satisfy the associated withholding tax obligations, (iv) the net issuance of 7.6 million shares of Class A common stock and 5.5 million shares of Class B common stock that will vest and be issued from the settlement of such RSUs, (v) the issuance of the CEO award, as described below, and (vi) the filing and effectiveness of our amended and restated certificate of incorporation which will be in effect on the completion of this offering.

We are dedicated to meeting or exceeding our clients» expectations, both in terms of investment performance and the additional financial advisory services we provide, especially in the way we work with clients.

Creative Planning now owns 37,340 shares of the financial services provider's stock valued at $ 1,626,000 after acquiring an additional 2,850 shares during the last quarter.

Marathon Asset Management LLP now owns 3,176,770 shares of the financial services provider's stock valued at $ 138,757,000 after acquiring an additional 28,421 shares during the last quarter.

Ameriprise Financial Inc. now owns 27,482 shares of the financial services provider's stock valued at $ 1,135,000 after buying an additional 2,053 shares in the lastFinancial Inc. now owns 27,482 shares of the financial services provider's stock valued at $ 1,135,000 after buying an additional 2,053 shares in the lastfinancial services provider's stock valued at $ 1,135,000 after buying an additional 2,053 shares in the last quarter.

Sean Gordon, who owns nearly 9 percent of NTN's shares, began seeking a board nomination in January because he was frustrated with the company's lagging financial performance and stalled roll out of additional services to Buffalo Wild Wings.

GBST (GBT), a Fund investment which makes software for financial services clients, surprised the market in August by announcing that its products would need an additional $ 50m of «investment» over the next three years.

In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.

DnB Asset Management AS now owns 283,370 shares of the financial services provider's stock worth $ 14,557,000 after purchasing an additional 6,000 shares during the last quarter.

Chesley Taft & Associates LLC now owns 80,870 shares of the financial services provider's stock valued at $ 11,669,000 after acquiring an additional 1,325 shares during the period.

Union Bankshares Corp now owns 34,828 shares of the financial services provider's stock valued at $ 5,025,000 after acquiring an additional 8,921 shares during the period.

First Citizens Bank & Trust Co. now owns 9,963 shares of the financial services provider's stock valued at $ 1,438,000 after acquiring an additional 4,175 shares during the period.

Updated instrument reference data capabilities to enable coverage of the key financial instruments covered by the regulation, including the addition of 1.6 million new pre-fixed individual identifiers (ISINs) for over-the-counter (OTC) derivatives from the ANNA Derivatives Service Bureau (DSB); coverage of 300,000 new financial instruments; additional data for 900,000 existing instruments; and the addition of 5 million records from the Financial Instruments Reference Data Systemfinancial instruments covered by the regulation, including the addition of 1.6 million new pre-fixed individual identifiers (ISINs) for over-the-counter (OTC) derivatives from the ANNA Derivatives Service Bureau (DSB); coverage of 300,000 new financial instruments; additional data for 900,000 existing instruments; and the addition of 5 million records from the Financial Instruments Reference Data Systemfinancial instruments; additional data for 900,000 existing instruments; and the addition of 5 million records from the Financial Instruments Reference Data SystemFinancial Instruments Reference Data System (FIRDS).

The fund owned 248,558 shares of the financial services provider's stock after buying an additional 28,385 shares during the period.

Progressive Investment Management Corp now owns 95,184 shares of the financial services provider's stock worth $ 4,890,000 after purchasing an additional 1,751 shares during the last quarter.

Private Asset Management Inc. now owns 75,922 shares of the financial services provider's stock worth $ 3,900,000 after purchasing an additional 10,125 shares during the last quarter.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Barclays will pay an additional $ 150 million to the state Financial Services Department to resolve allegations that it rigged foreign exchange trading by putting the bank's interests ahead of those of its clients.

In the event of financial turmoil affecting the banking system and financial markets, additional consolidation of the financial services industry, or significant financial service institution failures, there could be tightening in the credit markets, low liquidity and extreme volatility in fixed income, credit, currency and equity markets.

Budget recommendations so far offer few clues to the financial future of seven P - 12 programs that target support to Kentucky students with distinctive needs: Extended school services programs that provide additional instructional time outside the regular school day...

Additional fees will be charged after the credit instrument is executed, including additional amounts required to fully cover TIFIA's financial and legal advisory services costs in connection with the evaluation and negotiation of terms of TIFIA credit assistance for thAdditional fees will be charged after the credit instrument is executed, including additional amounts required to fully cover TIFIA's financial and legal advisory services costs in connection with the evaluation and negotiation of terms of TIFIA credit assistance for thadditional amounts required to fully cover TIFIA's financial and legal advisory services costs in connection with the evaluation and negotiation of terms of TIFIA credit assistance for the project.

According to Sound Transit, the TIFIA credit assistance is estimated to generate up to $ 300 million in additional financial capacity while reducing the risk of scope reduction and service delays.

We offer a variety of financial institutions to handle your automotive loan, and also have extended service contracts with coverage for your vehicle for up to four years or an additional 50,000 miles.

As technology continues to advance, it is likely additional services will be offered by modern banks blurring the lines even more between the multitude of financial institutions.

One of the major reasons that individuals choose a particular online brokerage, especially a bank - owned brokerage, is because they have the convenience of accessing additional (and very useful) financial products or services.

Services: Freedom Debt Relief offers options for debt management such as debt settlement, credit counseling, debt consolidation and additional methods of financial assistance.

Additional factors that may influence your decision include the overall customer service experience, availability of additional financial offerings, and having physical locations (both banking and ATM)Additional factors that may influence your decision include the overall customer service experience, availability of additional financial offerings, and having physical locations (both banking and ATM)additional financial offerings, and having physical locations (both banking and ATM) near you.

You can of course get a better interest rate at most of the financial institutions on our comparison chart, including directly with EQ Bank, but the Wealthsimple account provides some additional convenience for customers who use its investment services.

In addition, as a client of Webster Business Credit, you'll have full access to the myriad of additional financial products and services available through our parent company, Webster Bank, N.A., including cash management, treasury services, HSAs, swaps and private banking.

Additional protection of funds is also provided by virtue of the fact that Valutrades is also a participant in the Financial Services Compensation Scheme.

New research from The American College, the nation's largest non-profit educational institution devoted to financial services, reveals that in addition to not having pensions or 401 (k) plans, an additional one - third of small business owners have failed to estimate how much it will actually cost them to retire.

Cybersecurity breaches may cause disruptions and impact each Fund's business operations, potentially resulting in financial losses; interference with each Fund's ability to calculate its NAV; impediments to trading; the inability of each Fund, the adviser, and other service providers to transact business; violations of applicable privacy and other laws; regulatory fines, penalties, reputational damage, reimbursement or other compensation costs, or additional compliance costs; as well as the inadvertent release of confidential information.

In addition to investment advisory fees, each Fund pays other expenses including costs incurred in connection with the maintenance of securities law registration, printing and mailing prospectuses and Statements of Additional Information to shareholders, certain financial accounting services, taxes or governmental fees, custodial, transfer and shareholder servicing agent costs, expenses of outside counsel and independent accountants, preparation of shareholder reports and expenses of trustee and shareholders meetings.

This tier also includes an additional range of comprehensive financial planning services to help you achieve your long - term financial goals.

Any additional services are at the financial responsibility of caretaker and are at the discretion of the participating clinic.

In certain contracts, especially in financial services and a regulated space, additional questions of fiduciary, regulatory or statutory duties need to be...

In 2002, he launched his Inmate Financial Responsibility Program, charging prisoners $ 5 a day as a «cost of care» fee, along with other fees for additional services.

The Court thus struck down the German visa requirement as a new restriction on the freedom to provide services because of the «additional and recurrent administrative and financial burdens involved in obtaining such a permit» (Soysal and Savatli, para 55).

If you have an existing retail location, such as an income tax preparation business, a financial planning business, or a mail service and notary center, a legal document preparation business is a natural add - on and a source of additional income.You need a legal background because you do not provide legal advice.

Foresters Financial is chartered as a fraternal benefit society, and as of 2016, the company has more than one million members who take part in the firm's product and service offerings, as well as additional benefits.